OMF Financial Consultant (Hammarsdale)

Old Mutual; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company is seeking a motivated individual to provide excellent client service and financial education in Durban, KwaZulu-Natal. You will be accountable for achieving sales targets while educating clients on money management and responsible credit usage. Responsibilities include establishing business leads and adhering to quality standards. The ideal candidate has strong communication skills and is capable of building relationships that enhance the brand. Employment is in line with the company's Employment Equity Plan.

Qualifications

• Proven ability to meet monthly sales targets.
• Strong customer service and communication skills.
• Ability to build relationships and educate clients.

Responsibilities

• Meet monthly sales targets for lending and financial products.
• Educate clients on responsible credit use.
• Build relationships to generate new business.

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provide excellent client service and financial education and achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts.

Responsibilities

• Meet monthly sales targets in terms of lending and other products.
• Meet collections and arrears targets in terms of lending products.
• Educate clients on responsible use of credit and effective money management.
• Establish a new business pipeline through marketing, lead generation and tracking.
• Adhere to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
• Provide excellent face‑to‑face and telephonic service to customers.
• Build sustainable relationships that enhance the brand.
• Deliver on daily production standards and adhere to service and quality standards.

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Closing Date

14 December 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.